“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.
Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors
January 13, 2020 by
Inteligo unit Certia makes strong play for affluent accounts in Peru
April 8, 2019 by
David Domingo, manager of Certia, says third-party products with an international focus are part of the solutions platform the firm makes available to mass-affluent Peruvians.
Julius Baer names UBS Mexico alum to coordinate Latam investment solutions
April 7, 2019 by
Polidura will operate from the Zurich offices of Julius Baer, which recently reinforced its activities in Mexico by increasing its global share in NSC Asesores to 70%.
Citi Private Bank seeks to assist FOs in protecting wealthy families’ privacy
November 9, 2018 by
"Without a global standard for privacy protection in a progressively digital world, it is becoming increasingly complex for our clients to safeguard the privacy of wealthy families," says Citi's Edward Marshall.
Exposure to sustainable investment rises with affluence levels, says UBS
October 1, 2018 by
Among the ultra-rich, 40% invest sustainably, compared to 8% of investors with USD 1 million to USD 2 million of investable assets, noted Paula Polito, global client strategy officer, UBS Global Wealth Management.
Henriquez passes baton as Insigneo enters new growth phase
April 17, 2018 by
Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.
Andbank bids to be among Argentina’s first licensed global investment advisers
January 9, 2018 by
Andorran private bank Andbank, already active in Mexico and Brazil, wants to be operational in Argentina in the first half of 2018, said Carlos Moreno, the firm's head of the Americas.
UBS-PwC report: more billionaires in Asia than in US
November 7, 2017 by
"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."
HSBC channels Andean and Central American wealth clients to UBS
September 17, 2017 by
As part of a streamling, HSBC’s Peter Boyles announced that the bank expects up to 40 employees to be offered positions at UBS. Clients will be referred to UBS’s Wealth Management Americas division.
GIS, Northeast and Hencorp rebranded as Insigneo, a firm with USD 8 billion in client assets
August 14, 2017 by
Raul Henriquez is the CEO of Insigneo, the result of the integration of several companies: Global Investor Services, HB Asset Management, Alpha Capital, Hencorp Wealth Advisors, and the recently acquired Northeast Securities.
